Reporting

In addition to statements and reports provided by the custodian, LVM provides regular reporting, printed or electronic, customized to the client's needs. Any or all client reports—such as portfolio summaries, appraisals, purchase and sale, realized gains and losses, and income and expense reports—are commonly sent to clients on a quarterly or more frequent basis. Clients may also request that regular reports be sent to their tax preparer, attorney, or other advisors to help streamline communications.

P 800.488.2036   |    F 877.321.8126
7840 Moorsbridge Road, Portage, Michigan 49024

999 Vanderbilt Beach Road, Suite 200, Naples, Florida 34108

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LVM Capital Management is a fee-only wealth management firm

As a Registered Investment Advisor (RIA), LVM adheres to the Fiduciary Oath, placing clients' interests first.